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iShares Short-Term National Muni Bond ETF

784 hedge funds and large institutions have $8.57B invested in iShares Short-Term National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 267 increasing their positions, 315 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+34
Holders Change %
+4.53%
% of All Funds
11.49%
Holding in Top 10
42
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
121
Increased
267
Reduced
315
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
701
Sachetta
Massachusetts
$211K +$211K +2,000 New
GFG
702
Goldstone Financial Group
Illinois
$211K +$211K +1,998 New
PFBT
703
Parkside Financial Bank & Trust
Missouri
$210K -$175K -1,659 -45%
TVM
704
True Vision MN
Minnesota
$209K +$209K +1,987 New
MFA
705
Millington Financial Advisors
Illinois
$208K -$80K -759 -28%
LA
706
Lane & Associates
New Jersey
$207K -$128K -1,214 -38%
WA
707
Wealth Alliance
New York
$206K -$427K -4,049 -67%
RGC
708
Roberts, Glore & Co
Illinois
$206K
EWA
709
Elevate Wealth Advisory
Georgia
$205K +$205K +1,946 New
FPGK
710
Financial Partners Group (Kansas)
Kansas
$204K +$633 +6 +0.3%
SIC
711
Sterling Investment Counsel
New York
$204K +$204K +1,931 New
CB
712
Commerce Bank
Missouri
$203K +$203K +1,926 New
HPA
713
High Probability Advisors
New York
$202K +$202K +1,919 New
1IA
714
1834 Investment Advisors
Wisconsin
$202K +$202K +1,914 New
LFA
715
LGT Financial Advisors
Texas
$188K +$15.1K +143 +9%
ANBT
716
American National Bank & Trust
Texas
$172K +$172K +1,635 New
CT
717
Clearstead Trust
Maine
$172K
NS
718
NBC Securities
Alabama
$160K -$41K -391 -20%
WFA
719
West Financial Advisors
Iowa
$152K -$850K -8,061 -85%
GEA
720
Glen Eagle Advisors
New Jersey
$150K
RBC
721
Rye Brook Capital
Connecticut
$148K
NCM
722
Northwest Capital Management
Oregon
$138K
AEPWM
723
Atlantic Edge Private Wealth Management
Florida
$137K +$137K +1,300 New
AAG
724
Armstrong Advisory Group
Massachusetts
$125K
GRP
725
Global Retirement Partners
California
$113K -$46.5K -443 -29%